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- Intel's Warning Is No Surprise
- Trader Mark submits: An Intel warning should not be a surprise considering what we are seeing everywhere, but it can't be great for sentiment. As we said multiple times all year, fourth quarter 2008 estimates by analysts were a complete smoke and mirrors operation - anticipating 60% year over year...
- External links 2008-11-13
- Why I'm Buying Skyworks Solutions
- Trader Mark submits: I've had a major hole in the portfolio in the technology space since I prefer to stick with growth names rather than the more typical cyclical names. I did not jump back in Apple AAPL and Research in Motion RIMM once it reported a great quarter never...
- External links 2009-05-13
- STEC Keeps Tickin' Never Quittin'
- Trader Mark submits: Unlike Palm PALM which I kick myself often for missing but I located myself, I am watching another amazing run in a company called STEC STEC. I had never heard about it, but in one of the stories I had posted in Seeking Alpha, a reader commented...
- External links 2009-07-17
- Cutting Skyworks Ahead of Earnings
- Trader Mark submits: Remarkable - the NASDAQ is now positive for 10 days in a row... the hits keep on coming. We continue to see rare events, one after the other.I'm cutting Skyworks Solutions SWKS on day 10 of this assault of the tech bears, as earnings are Wednesday. This...
- External links 2009-07-22
- Riverbed Technology: Heartless to Investors?
- Trader Mark submits: By avoiding earnings roulette [Jul 22: Bookkeeping - Cutting Most of Riverbed Technology Ahead of Earnings] I often miss some nice gains as speculators rejoice in 10-15-20% after hours moves. However, I avoid blow ups. Blow ups make me unhappy - you wouldn't want to see me...
- External links 2009-07-24
- Forbes Likes TriQuint Semiconductor - Should I Be Nervous?
- Trader Mark submits: I tend to get nervous when mainstream publications start touting stocks I like, but I still like the thesis too much to avoid at this point. In fact this is one of the few real secular growth stories I can find. We mentioned this space a few...
- External links 2009-08-21
- Why I'm Covering Most of My Riverbed Short Position
- Trader Mark submits: I am going to cover the majority of the Riverbed Technology RVBD short in the $18.70s, giving us a 8%ish gain. I know 8% in 3 weeks seems very stodgy when I should be buying AIG or Fannie Mae and making 8% in under 3...
- External links 2009-09-02
- We Got Lucky with Skyworks Solutions
- Trader Mark submits: Some fortunate timing on this one; we just added to our Skyworks Solutions SWKS position earlier on Wednesday and we have raised guidance after the bell. This is really the only secular growth story I can find in America at this point, excluding government debt (that's a...
- External links 2009-09-10
- RF Micro Devices Actually Rallies off of Fundamentals
- Trader Mark submits: Pardon me for a moment here as for a day it feels like we've returned to simpler times ... like say 2006, when stocks moved based on fundamentals rather than being able to predict what 95 PhDs have programmed into HAL9000, and anticipating the correct variable function...
- External links 2009-09-11
- Marvell Technology: Global Wage Arbitrage at the Micro Level
- Trader Mark submits: I often speak about the leveling out of wages among nations as a long-term trend that is happening, slowly but surely (not easily seen in any 1 year) but like a slow erosion. I've said this is *good* for humans as a whole across the globe, as...
- External links 2009-09-16
Additional Resources
- Why I'm Cutting Back Riverbed Technology Ahead of Earnings
- Trader Mark submits: I was waiting to see if there would be a bounce this morning to see if we could get some extra juice on this sale, but it appears not to be. We've now broken below S&P 894, so 880 seems extremely probable. I said I would cut...
- External links 2009-06-23
- All the World Wants a Strong Dollar (Except the U.S.)
- Trader Mark submits: All the world prefers a strong dollar, except American leadership - how else to pay off our massive debts? As the dollar continues its free fall, we are beginning to hear the same grumbling we heard 2 years ago (pre-crisis) especially from Europe, but even Canada, which...
- External links 2009-10-16
- 8 trades the insiders allegedly made
- NEW YORK Fortune -- The government's case in what it is calling the largest insider trading case involving a U.S. hedge fund contains a detailed list of trades involving household-name companies. Investigators have pieced together a case that alleges more than $25 million in illegal gains based on trading in...
- News items 2009-10-19
- There's a New Normal on Wall Street
- The Find: When it comes to the stock market, many commentators have struck a reassuring tone arguing that historically the market always goes back up, but Mark Cuban recently used his blog to suggest that this crisis may be something new under the sun. The Source: Blog...
- Blog posts 2008-11-03
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